Summary: Work your warm market” is the mantra for newly minted financial advisors. And what market is warmer than family? They are the most accessible and usually have an interest in supporting your success. They may feel that, as family, you will be more trustworthy and treat their investments with a heightened sense of care and protection. Or maybe they just didn’t know how to say no to you.
 Many “Family member clients are a double-edged sword. They can be your best cheerleaders and steer a lot of referrals your way, but unless you have firm rules in place and stick to them, doing business with family members will create real difficulties.”Peter Blatt, founder of Blatt Financial Group |
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